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Who we are

Sumit Kumar

CEO AND MANAGING PARTNER

Sumit Kumar is a Derivative and Risk Senior Product Manager/Service Delivery Leader/ SME with 18 years in Capital Market/Derivatives/Risk Valuation/Front Office/Trading Systems/ Buy Side system Implementation and change management for investment banks, Hedge funds and Asset Managers. He has over 18 years of experience in Capital Market, Derivatives Pricing & Risk Management, ESG integration using Equity and Fixed Income, ESG Labeling, ESG derivatives, Sustainable Cryptocurrencies, and Sustainable Non-Fungible Tokens. Sumit is also a Derivatives / Risk Quant and Fintech professional who has worked with both the sell and buy sides of the financial market. Sumit has worked with Banks like Deutsche Bank, Lehman Brothers, Nomura Securities. In contrast, on the buy side, he has worked with hedge funds like Apollo Capital and Institutional Asset management firms like Wellington Management and State Street.

Sumit is also a passionate academician. He is an “Adjunct Professor” of Financial Engineering at Vinod Gupta School of Management, IIT Kharagpur. He has been a Chief Editor of Finance and Management publications and a reviewer of couple of International Journals in Finance and Economics. Besides being a Doctoral Scholar in Finance, he has also done MS (Physics), MS ( Cryogenic Engineering), and MBA (Corporate Finance) along with a Diploma in Financial Engineering and PRM (Professional Risk Manager). Sumit has written more than a dozen research papers published in peer-reviewed International Journals and International Conferences in ESG Integration, Sustainable Finance, and Data Analytics applied to Finance and Economics. Sumit’s current research interest includes (but is limited to) ESG Integration, Stakeholder’s theory of ESG, Sustainable and Green Financing instruments (Green and Sustainable Bonds), Sustainability issues in Cryptocurrencies and NFTs, Application of renewable energies in Bitcoin mining, Application of Data Analytics/ Econometrics in Sustainable Finance. He has few patents in his name .

Shailendra Methi

Shailendra Methi

Shailendra has over 30 years of experience in Capital Market and Capital Market Fintech. Shailendra has spearheaded multiple successful Calypso implementations for both sell side and buy side clients. Shailendra specializes in Derivative Pricing, Risk Management, VaR computation, Credit Risk, CVA/DVA/XVA, PFE and other counterparty risk assessment calculations. He has mentored and managed a team of Derivative and Risk SMEs and successfully ran a SWAT team of Front Office in Calypso. Shailendra has worked in financial analytics across the sphere including his critical role in Deutsche Bank and TCS’s Derivatives and Risk Management practices. Shailendra has a Bachelor degree from prestigious BITS Pilani, India and holds a CFA Charter.

Yusuf Abdul Rehman

INDEPENDENT ADVISOR

Yusuf has been in Capital market Fintech for last 30 years. His core competencies include customer satisfaction, stakeholder management, program management, partner management, process improvement, solution selling, and contract negotiation. Yusuf has a proven track record of improving client experience, reference-ability, NPS, CSAT, and GAP scores, as well as achieving quarterly targets on revenue, P&L, and KPIs. I am passionate about building and scaling teams, establishing processes, and optimizing delivery to ensure quality and growth. Yusuf has a tremendous success story related to Calypso and CRD (Charles River Development) implementation projects. He has managed a portfolio of projects, optimized resources, streamlined revenue, reduced project cash flow risk and created a long list of satisfied customers. Yusuf has a special ability to turn around a bad project . He has an unparallel mentorship capabilities, he has produced several leaders under him.

Samsad Ahmad

Samsad Ahmad

A seasoned Calypso developer/ Technical Analyst with over 12 years of experience, competent at working across numerous versions from v11.0.0.4.sP5 to v17, encompassing the complete front to back-office spectrum. Proficient in interface modules including data uploader, CAM, CML, Tradeweb, Ice Link, Bloomberg, and Market Wire. Comprehensive participation in supporting several banks with the installation of Calypso, the transfer of data, and the upgrading of versions. The individual demonstrates a complete skill set in the field by specializing in the customization of Calypso functions for reporting, trading, market data, and accounting.

Advisory Team

We have a talented pool of resources specializing in the one of the modules (Front Office, Middle Office, Back Office and Technology). Our consultants have diverse background from Sell side/ Buy Side/ Exchange and Clearing Houses and other financial institutions. We have talents across geographies from PhDs to CFAs, CPAs, several master’s degree holders from 5 to 30 years experiences Capital Market Fintech. We specialize in Calypso, Murex, SUMMIT, CRD (Charles River), Bloomberg TOMs & AIMs, PORT and other capital market fintech applications.

TESTMONIALS

What Clients are Saying about Our Services